ASX Stock Pickers '06

[Porper]

I'm updating this today with the view of it being the second last update I'll provide before I leave in early Feb as I'm yet to talk anyone else into it. If that remains the case, after Feb 6 it won't be updated again until mid April.

Congratulations to brerawallabi and woywoy who are leading the charge!

Of the 109 different stocks selected, 64 (58.7%) are up, 39 (35.7%) are down and 6 (5.5%) are unchanged.

The 10 best performing stocks selected in the comp are:
FRE (104.4%), CRL (102.5%), PEM (79.8%), NMS (51.8%), CMX (47.4%), WEZ (41.4%), TOX (38.1%), SBS (36.8%), AUZ (29.4%), AGS (28.6%).

The 10 worst performing stocks are:
NWE (-42.6%), BUY (-32.6%), FCN (-17.8%), CAZ (-17.6%), MOG (-17.0%), HSN (-13.5%), RHT (-13.3%), MMN (-11.8%), VCR (-11.7%), ETR (-10.9%).

So far I have the dubious honour of having tipped the second best and very worst stocks in the comp.

On average we're not too bad at stock picking here at ASF. In the time this comp has been running the All Ords have put on 2.19% and if you had invested equally in each and every stock tipped you would be sitting on a 7.54% unrealised return.

Hello Doc,

I know I am doing badly but my picks will come good, so please put me in the comp

 

[doctorj]

Sorry, didn't shoot the whole list

You're sitting on -5.93%

 

[BraceFace]

arrggg!!!!!
Talk about hanging out your dirty washing.

 

[Dan_]

Doc,

If you send me a copy of the spreadsheet I will be able to update it mid march. I’ll be away from mid Feb. to mid March back for a few weeks and then gone most of April.

Unless someone can be here the whole time and update?

 

[yogi-in-oz]

Hi Doc,

Send a copy of your spreadsheet and we'll give it a go,
until you get back .....

Just hope and pray, that we don't mess it up for you ..... !~!

happy days

yogi

 

[brisvegas]

ok i'll have a go at the investment game here . thing is the stocks i pick here i wouldnt neccessarily buy at open on tuesday .i actually hold most of these just a tad cheaper than what they are now . picking these on fundementals more than anything with one fully spec thrown in

PEM
HDR
FLX
GUN
ARQ
AGS

no diversification there , all resources . certainly wouldnt have whole portfolio that way but after all this is just for fun . cant see the energy issue going away . Zinc has great fundementals going forwards to rise . GUN has a couple very good prospects on the go , funding issues may weaken them at some stage . AGS is just a straight out uranium punt . was hard to leave a couple of my fave resources out but 6 is the limit



also being investment game here we have to include divs with franking ok

Maybe i should invest more often . if i had bought $10k of each of these for a total outlay of $60k i would be doing pretty well as an investor with the profit showing over $18k in one month , obviously cant keep up this performance so would expect a couple down months from here .

 

[canny]

I missed the posts on the comp over late December - damn - I enjoy all these things and would have loved to join.
Never mind.

 

[doctorj]

Yogi, thanks for your offer. I will get in touch with you some time today.

I'm updating this today as I actually leave on Monday (woops!).

Congrats again go to brerawallabi and woywoy who are still leading the charge.

Of the 109 different stocks selected, 58.7% (64) of the stocks are up, 40 (36.7%) of the stocks are down and 4.6% (5) are unchanged.

The 10 best performing stocks so far are:
PEM (102%), FRE (87%), NMS (76%), CRL (71%), WEZ (66%), STX (57%), SBS (54%), AGS (54%), AUZ (47%), BMX (40%).

The 10 worst performing stocks so far are:
NWE (-37%), BUY (-35%), VCR (-19%), TGF (-17%), PSD (-16%), IMI (-14%), MPH (-14%), CAZ (-14%), CRS (-14%).

 

[woywoy]

Go Woy Woy!!

Sorry Baglimit. Must be hard to accept that you are being beaten by such an amateur like myself!!

Better luck next year. Concede defeat yet?

And to think the one I thought would do the best out of those picks (CEO) hasn't moved yet. It's gonna be a great year!!!

 

[son of baglimit]

you are a smug bastard woy woy - be careful or i might demand my 'compensayshun' again !!!

sorry folks - inside joke.

how many did we tip different - just 1 or 2 i think - might come down to COE vs HSN - i know where my money is !!!!!!!!!!!!

 

[brisvegas]

Yogi, thanks for your offer. I will get in touch with you some time today.

I'm updating this today as I actually leave on Monday (woops!).

Congrats again go to brerawallabi and woywoy who are still leading the charge.

Of the 109 different stocks selected, 58.7% (64) of the stocks are up, 40 (36.7%) of the stocks are down and 4.6% (5) are unchanged.

The 10 best performing stocks so far are:
PEM (102%), FRE (87%), NMS (76%), CRL (71%), WEZ (66%), STX (57%), SBS (54%), AGS (54%), AUZ (47%), BMX (40%).

The 10 worst performing stocks so far are:
NWE (-37%), BUY (-35%), VCR (-19%), TGF (-17%), PSD (-16%), IMI (-14%), MPH (-14%), CAZ (-14%), CRS (-14%).

think your figures are out a tad doc , i havent done the figures for others but my portfolio is up over 25% .


............... pete

 

[doctorj]

Well, don't I feel like the horse's ass. Just goes to show that you should thoroughly test something somewhere between chucking it together and making the output publically available.

Thanks for giving me the heads up. Managed to find the error relatively easily. Here's the *hopefully* fixed version. If anyone finds any other problems, smack me around and then let me know

 

[woywoy]

Anyone keeping this up to date? I know doc is O/S, but I thought someone had volunteered to take on the arduous task.

Not that it bothers me, because I doubt I would still be near the top, but would be curious to see how it's all going after a couple of months.

 

[doctorj]

Hey all!

I think Yogi volunteered, but I don't think I successfully sent him the spreadsheet. I'm in Zakopane at the moment and due home in approx 5-6 weeks. I'll be able to update it then - its a year long competition... no rush I spose.

For the record, if you're ever in Poland, skip Warsaw, head to the real heart of Poland (Krakow) and once you're done there hit the slopes in Zakopane. I can't recommend it highly enough. Anyway, gotta run - off to Prague tonight.

Brad

 

[pacer]

BBI today announced big profits compared to last year, stock proce not risen much yet..........Jump on now or not.

 

[brisvegas]

50% plus in 4 months . FLX in coal looks weak going forward short term with coal price downgrading . ARQ has just completed 3 wave correction and looks set for move over 2.00 now so could be next mover in portfolio . GUN has completed similar move but needs close over 35 to become confident . HDR getting traction and the other 2 are star performers

........... bris

 

[yogi-in-oz]

Hi Doc,

When you do get back, please note:

NHE has had a name change to GLX and will relist
on 18 May 2006, with a consolidation of 1.96:1,
so the price should effectively double, when it is
re-listed.

Many thanks for your help.

happy days

yogi

 

[doctorj]

I'm alive guys!

Unfortunately, it took a new PC to do it and I cannot recover the old documents. Hopefully over the next few days I'll be able to provide an updated leaderboard. Nearly a month in, it'll be rather interesting.

If people could do me a favour and check to see if there companies (or companies of other participants) have made any distributions or split etc and post in reply to this thread.

Much appreciated,
Brad

 

[RichKid]

I'm alive guys!

Unfortunately, it took a new PC to do it and I cannot recover the old documents. Hopefully over the next few days I'll be able to provide an updated leaderboard. Nearly a month in, it'll be rather interesting.

If people could do me a favour and check to see if there companies (or companies of other participants) have made any distributions or split etc and post in reply to this thread.

Much appreciated,
Brad

Glad to hear it Doc, Welcome back! have to say I forgot about this thread, I think my stocks are ok re splits etc, just div's only. I'll add the div amounts (gross payments only I assume, no franking credits?) to this thread. Hope the PC disaster wasn't too bad. This is the post which had our picks: https://www.aussiestockforums.com/forums/showpost.php?p=28005&postcount=57

 

[Nicks]

SRK, AVO, GAS, TOL, AFI, ENR